Background: We’re Screwed Screwdrivers is a wholesaler of high-quality screwdrivers located Orlando, FL. They import and distribute to major retailers and contractors. They have contracted Group 4 to develop an AIS system to manage customer sales. This process will consist of performing sales calls, performing pre-sale activities, closing the sale, and recording the outcome of sales process.
Manage Customer Sales:
Perform Sales Calls Marketing employee provides a lead list to the sales representative inclusive of potential and existing customers. The sales rep inputs lead name into system to determine if the lead is an existing or potential customer. Existing customers are validated by the system and the system populates the customer’s info on the sales rep’s computer screen. The sales rep makes a sales call. If the call is answered, then the rep goes into the pre-sales activities. If the sales rep gets no answer then the lead list is marked as "no response."
Perform Pre-Sales Activities During the sales call, if the lead is a potential customer, the sales rep describes the company and its various products for the customer to give them a idea of what type of screwdrivers the company offers. If the lead is an existing customer, the sales rep references previous purchases and provides the customer with new product updates. After the product descriptions and or updates, the sales rep then asks the customer if they are interested in purchasing any screwdrivers. The customer responds with yes or no. If the customer answers no then the rep marks them as “no interest” and the reps then refers that lead back to the Marketing Department so that they may be called back in the future or they are marked to be placed on a “do not call list” per the instructions of the lead so that future calls are not made. If yes, the sales rep moves on to close the sale.
Close the Sale The rep asks the customer the type and quantity of screwdriver needed. The customer then provides the type and quantity of screwdrivers that they wish to purchase. Sales rep then enters the requested purchase amount into the system to verify available inventory. The system then provides the current inventory available and the sales rep places a hold on the inventory in conjunction with the sale. The system then verifies the hold. If an existing customer, the sales rep enters the sale into the system under the customer's current profile. Then the Rep. asks the customer to verify the billing and shipping information that is currently on file in the system. The customer then confirms the billing and shipping information. If the customer is a new customer, the sales rep ask the customer for their name,contact, billing, and shipping information. Customer then provides this information to the sales rep. The sales rep then creates a new account profile for the customer. The system then verifies the customers information and saves the customer's account information. Then the rep asks the customer to verify the billing and shipping information to ensure it was entered correctly. The customer then verifies this information. The rep then enters the sale into the system under the new customer's profile.
Record Outcome of Sales Process Once the sale is entered the system, a confirmation number for the sale is generated and displayed to the rep. The sales rep then provides the customer with the confirmation number for the sale. The system then updates the customer account and the inventory in the system. The rep then forwards the sale to Delivery Operations.
3.5.3 Manage Customer Sales (10184)
Background: We’re Screwed Screwdrivers is a wholesaler of high-quality screwdrivers located Orlando, FL. They import and distribute to major retailers and contractors. They have contracted Group 4 to develop an AIS system to manage customer sales. This process will consist of performing sales calls, performing pre-sale activities, closing the sale, and recording the outcome of sales process.
Manage Customer Sales:
Perform Sales Calls
Marketing employee provides a lead list to the sales representative inclusive of potential and existing customers. The sales rep inputs lead name into system to determine if the lead is an existing or potential customer. Existing customers are validated by the system and the system populates the customer’s info on the sales rep’s computer screen. The sales rep makes a sales call. If the call is answered, then the rep goes into the pre-sales activities. If the sales rep gets no answer then the lead list is marked as "no response."
Perform Pre-Sales Activities
During the sales call, if the lead is a potential customer, the sales rep describes the company and its various products for the customer to give them a idea of what type of screwdrivers the company offers. If the lead is an existing customer, the sales rep references previous purchases and provides the customer with new product updates. After the product descriptions and or updates, the sales rep then asks the customer if they are interested in purchasing any screwdrivers. The customer responds with yes or no. If the customer answers no then the rep marks them as “no interest” and the reps then refers that lead back to the Marketing Department so that they may be called back in the future or they are marked to be placed on a “do not call list” per the instructions of the lead so that future calls are not made. If yes, the sales rep moves on to close the sale.
Close the Sale
The rep asks the customer the type and quantity of screwdriver needed. The customer then provides the type and quantity of screwdrivers that they wish to purchase. Sales rep then enters the requested purchase amount into the system to verify available inventory. The system then provides the current inventory available and the sales rep places a hold on the inventory in conjunction with the sale. The system then verifies the hold. If an existing customer, the sales rep enters the sale into the system under the customer's current profile. Then the Rep. asks the customer to verify the billing and shipping information that is currently on file in the system. The customer then confirms the billing and shipping information. If the customer is a new customer, the sales rep ask the customer for their name,contact, billing, and shipping information. Customer then provides this information to the sales rep. The sales rep then creates a new account profile for the customer. The system then verifies the customers information and saves the customer's account information. Then the rep asks the customer to verify the billing and shipping information to ensure it was entered correctly. The customer then verifies this information. The rep then enters the sale into the system under the new customer's profile.
Record Outcome of Sales Process
Once the sale is entered the system, a confirmation number for the sale is generated and displayed to the rep. The sales rep then provides the customer with the confirmation number for the sale. The system then updates the customer account and the inventory in the system. The rep then forwards the sale to Delivery Operations.
Events & Activities
Context Level
Level 0
Flow Chart